Month: April 2021

Debate Starts on Capital Gains Tax

Apr 30, 2021

capital gains tax
What to expect and why

Now and again, the price action on Wall Street can surprise even the most seasoned investors. Look no further than when President Biden in late April proposed an increase in the tax on capital gains to 39.6% from 20% for those Americans who earn more than $1 million. (more…)

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The Call for a Minimum Global Corporate Tax

Apr 28, 2021

corporate tax stop
Yellen wants to help the U.S. raise sufficient revenue.

In a speech to the Chicago Council on Global Affairs, U.S. Treasury Secretary Janet Yellen has called for a minimum corporate income tax that would be shared by countries all over the world.1 (more…)

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The IRS Extends Additional Tax Deadlines

Apr 26, 2021

Tax Planning
What to know about your IRA, HSA, and more

Previously, the Internal Revenue Service (IRS) announced that the federal income tax filing due date for individuals for the 2020 tax year had been automatically extended from April 15, 2021, to May 17, 2021.1 (more…)

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Green Shoots in the Economy

Apr 23, 2021

green shoots in the economy
Some examples to consider

Investors looking for “green shoots” to confirm that the economy is on the mend have seen plenty of examples in recent weeks. (more…)

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Earth Day: CharMeck Adopt-a-Stream

Apr 22, 2021

Earth Day volunteer effort: Decided to do our semi-annual Adopt-a-Stream stream clean today in recognition of Earth Day. We were thrilled to see less debris than prior efforts, but still so many plastic bottles, plastic grocery bags, and styrofoam. (more…)



Market Update: Sustainable Investing on Earth Day

Apr 22, 2021

Market Update
Market Update

Earth Day marks a chance to learn about the environmental challenges we face, and reflect on the ways we can become more involved and make personal choices to elicit positive environmental and social changes. Increasingly, more investors are adopting a sustainable investing approach in order to align their investment portfolio with companies seeking to make a positive impact. (more…)



Forces Driving the Housing Market

Apr 21, 2021

graph of housing market rising
Many hopeful homebuyers are having issues securing a home

Recently, you may have seen reports that a record-low number of homes are available for sale—roughly 1.03 million nationwide. If you compare that to the average number of homes for sale during the past 10 years, it’s no surprise that many hopeful homebuyers are having issues securing a home. But why exactly is the housing market on fire? (more…)



The Whims of Wall Street

Apr 19, 2021

Wall Street Sign American Flag
What to know about shifting market attention, and investor burnout

It can be exhausting trying to keep up with the whims of Wall Street. Lately, the financial markets have been fixated on federal taxes and what may be proposed on Capitol Hill in the weeks and months ahead. Wall Street’s focus on taxes closely follows its attention on the 10-year Treasury yield. And it wasn’t that long ago that the financial markets were influenced by reopening and vaccine distribution statistics. (more…)

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Paying for the Infrastructure Bill

Apr 16, 2021

infrastructure
The proposal does not yet include any new tax on individuals

President Joe Biden introduced the much-anticipated American Jobs Plan, which outlines an approach to spend roughly $2.2 trillion on the nation’s infrastructure and other projects.

As part of the legislative process, the Biden administration also laid out a proposal for paying for the domestic investment. The plan includes raising the corporate tax rate to 28% from 21%, cracking down on companies that use overseas operations to manage profits, and eliminating tax breaks for some industries. (more…)

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Apr 15, 2021

thumbnail of Epic Impact – SPRING 2021



More Insights

Dec 1, 2021

Getting rich quick can be liberating, but it can also be frustrating. A sudden wealth windfall can help you address retirement saving or college funding anxieties, and it may also allow you to live and work on your terms. On the other hand, you’ll pay more taxes, attract more attention, and maybe even contend with … Continue reading “When a Windfall Comes Your Way”

Nov 29, 2021

  You may have seen this statistic before or one resembling it: the average 65-year-old retiring couple can now expect to pay more than $250,000 in healthcare costs during the rest of their lives. In fact, Fidelity Investments now projects this cost at $285,000. The effort to prepare for these potential expenses is changing the … Continue reading “Healthcare Costs are Cutting into Retirement Preparations”

Nov 24, 2021

Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022.

Nov 22, 2021

Financial markets can be challenging to understand. But when markets enter a “bad news is good news” cycle, it becomes even more difficult to follow along. Enter the Fed’s decision for tapering bond purchases.

Nov 19, 2021

The past year and a half have tested all of us, but overall, the economy continues to strengthen, COVID-19 trends are greatly improving, and this still relatively young bull market is alive and well. As the leaves turn colors and begin to fall to the ground, there are many reasons to be thankful.

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